$Alphabet(GOOGL.US) Recently, both Google and Amazon have significantly increased their AI investments in their 2026 business guidance, causing short-term market concerns and a drop in stock prices. As a long-term investor, I believe this is actually a good opportunity to buy at a lower price.

The logic is simple:

1. Strong core business support: The profit margins of Google and Amazon's cloud businesses remain stable at around 30%, providing cash flow security for massive AI investments.

2. Short-term profit pressure but promising long-term returns: Investing $180 billion in AI is not a waste but aims to enhance the added value of cloud services, explore new businesses, and seize the AI platform ecosystem. In the long run, the profits from this investment will far exceed the expenditure.

3. Short-term market sentiment leads to stock price decline: Wall Street focuses more on the quarterly profit decline, suppressing short-term stock prices, but the essence is that companies are laying out for long-term growth.

Short-term negative → Long-term positive → Buying opportunity. For core tech stock investors, this layout is a great time to build a long-term engine.